Hello folks…
Time for a fun & useful survey. This time lets talk about Excel Interview Questions.
Many of you are silently becoming awesome in Excel, data analysis, charting, dashboard reporting, VBA, Power Pivot and business skills, thanks to all the time you spend on Chandoo.org. I am sure there will be a day in near future, when you have to face another interview and be selected for a challenging, fun & high paying role.
Likewise, there is also a significant portion of you who are too good in your job that you will become a senior manager, VP or CXO, or better still start your own business. When the tables have turned, you will be the one looking for smart, dedicated, talented and fun individuals to join your team and make you look even more awesome.
So my question for both prospective interviewees and wannabe Excel pros,
According to you, what are the best Excel interview questions?
I will go first.
My top 5 Excel interview questions
Assuming I am looking for an analyst who can take any data dumped at her and turn it in to insights, actionable statements or management summaries, I will ask her below questions for sure.
- How do you lookup particular items from a large data set? Discuss various approaches, why they work, where they fail using this example data set.
- Can you make this ugly, confusing model in to usable, simple & elegant one?
- Assuming you have sales data of various products in several regions over the last 36 months, what kind of charts you prepare to help us understand what is going on and where we should focus?
- Can you analyze the same sales data using pivot tables. Can you compare pivot analysis with formula approach and comment?
- How well do you know about our business? Can you create a high level model of how we make money in Excel? After I explain how we make money in words of course.
- Bonus question: Which resources you use to keep yourself ahead of others in this position. (websites, books, training programs etc.)
What about you?
Go ahead and share your best interview questions. Use your experience as an interviewer or interviewee. Click below link.
Take up Excel interview questions survey.
Have an interview coming up soon?
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13 Responses to “Using pivot tables to find out non performing customers”
To avoid the helper column and the macro, I would transpose the data into the format shown above (Name, Year, Sales). Now I can show more than one year, I can summarize - I can do many more things with it. ASAP Utilities (http://www.asap-utilities.com) has a new experimental feature that can easily transpose the table into the correct format. Much easier in my opinion.
David
Of course with alternative data structure, we can easily setup a slicer based solution so that everything works like clockwork with even less work.
David, I was just about to post the same!
In Contextures site, I remember there's a post on how to do that. Clearly, the way data is layed out on the very beginning is critical to get the best results, and even you may thinkg the original layout is the best way, it is clearly not. And that kind of mistakes are the ones I love ! because it teaches and trains you to avoid them, and how to think on the data structure the next time.
Eventually, you get to that place when you "see" the structure on the moment the client tells you the request, and then, you realized you had an ephiphany, that glorious moment when data is no longer a mistery to you!!!
Rgds,
Chandoo,
If the goal is to see the list of customers who have not business from yearX, I would change the helper column formula to :
=IF(selYear="all",sum(C4:M4),sum(offset(C4:M4,,selyear-2002,1,columns(C4:M4)-selyear+2002)))This formula will sum the sales from Selected Year to 2012.
JMarc
If you are already using a helper column and the combox box runs a macro after it changes, why not just adjust the macro and filter the source data?
Regards
I gotta say, it seems like you are giving 10 answers to 10 questions when your client REALLY wants to know is: "What is the last year "this" customer row had a non-zero Sales QTY?... You're missing the forest for the trees...
Change the helper column to:
=IFERROR(INDEX(tblSales[[#Headers],[Customer name]:[Sales 2012]],0,MATCH(9.99999999999999E+307,tblSales[[#This Row],[Customer name]:[Sales 2012]],1)),"NO SALES")
And yes, since I'm matching off of them for value, I would change the headers to straight "2002" instead of "Sales 2002" but you sort the table on the helper column and then and there you can answer all of your questions.
Hi thanks for this. Just can't figure out how you get the combo box to control the pivot table. Can you please advise?
Cheers
@Kevin.. You are welcome. To insert a combo box, go to Developer ribbon > Insert > form controls > combo box.
For more on various form controls and how to use them, please read this: http://chandoo.org/wp/2011/03/30/form-controls/
Thanks Chandoo. But I know how to insert a combobox, I was more referring to how does in control the year in the pivot table? Or is this obvious? I note that if I select the Selected Year from the PivotTable Field List it says "the field has no itens" whereas this would normally allow you to change the year??
Thanks again
worked it out thanks...
when =data!Q2 changes it changes the value in column N:N and then when you do a refreshall the pivottable vlaues get updated
Still not sure why PivotTable Field List says “the field has no itens"?? I created my own pivot table and could not repeat that.
Hi, I put the sales data in range(F5:P19) and added a column D with the title 'Last sales in year'. After that, in column D for each customer, the simple formula
=2000+MATCH(1000000,E5:P5)
will provide the last year in which that particular customer had any sales, which can than easily be managed by autofilter.
Somewhat longer but perhaps a bit more solid (with the column titles in row 4):
=RIGHT(INDEX($F$4:$P$19,1,MATCH(1000000,F5:P5)),4)
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